+1,106.2%
MPC vs IOVA
+28.7%
+1,077.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.0% | +4.5% |
| 7D | -9.4% | +1.9% | -11.3% | -9.6% |
| 30D | -14.3% | -44.1% | +29.8% | -11.8% |
| 3M | +31.1% | +28.9% | +2.2% | +27.1% |
| 6M | +60.3% | +125.7% | -65.4% | +48.0% |
| YTD | +142.5% | +199.3% | -56.7% | +116.3% |
| 1Y | +104.6% | +255.2% | -150.6% | +79.5% |
| 3Y | +191.7% | +106.8% | +84.9% | +146.6% |
| 5Y | +549.2% | -67.1% | +616.3% | +505.4% |
| 10Y | +1,106.2% | +16.7% | +1,089.5% | +879.5% |
| All | +1,106.2% | +28.7% | +1,077.6% | +879.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IOVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling